Quick Start Guide

Welcome to Kantos! This guide will walk you through setting up your CRM, creating your first records, and leveraging our powerful features to streamline your workflows.

Quick Start Checklist

• Complete account setup
• Define your first custom object
• Add fields to your object
• Create your first records
• Set up an automation rule
• Invite team members

Setting Up an Automation Rule

Automate repetitive tasks to save time.

Example: Auto-Assign High-Value Leads

1. Go to Automation
2. Click Create Rule
3. Configure:
   • Name: "Assign High-Value Leads"
   • Trigger: Record Created
   • Object: Companies
   • Conditions: revenue greater than 100000
   • Action: Assign Record to Senior Sales Rep
4. Enable and save

Inviting Team Members

Collaborate with your team:

1. Go to Settings → Team
2. Click Invite Member
3. Enter email address
4. Assign role:
   • Admin: Full access
   • Member: Standard access
   • Viewer: Read-only

Next Steps

Now that you're set up, explore these features:

• Account Setup — Organization creation, trial details, and team invites
• Your First Object — Step-by-step guide to creating objects, fields, and records
• Smart Intake — Capture forms from your website
• Communications — Design emails with our visual builder
• AI Assistants — Set up automated conversations
• API Reference — Build custom integrations